Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE FIND INC 401K PROFIT SHARING PLAN and TRUST Tactical Asset Allocation Moderate | NA | 22.87% | 6.51% | 9.49% | 7.12% | 7.88% | 8.66% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE FIND INC 401K PROFIT SHARING PLAN and TRUST Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.31 | 22.87 | 6.51 | 9.49 | 7.12 | 7.88 | 8.66 | … | … | 0.57 | 9.08 | 16.43 | -8.29 | 10.27 | 14.57 | 19.13 | -9.95 | 16.04 | 5.31 | -0.60 | 3.91 | 11.31 | 10.66 | 6.49 | 11.54 | 15.43 | 2.20 | 13.52 | 13.56 | 7.01 | 12.87 | 16.80 | -3.04 | 0.09 |
| Sharpe Ratio | NA | 0.39 | 0.18 | 0.46 | 0.50 | NA | NA | … | … | 0.05 | 0.28 | 1.54 | -0.81 | 1.00 | 0.77 | 2.69 | -1.09 | 3.41 | 0.66 | -0.07 | 0.54 | 1.51 | 1.47 | 0.51 | 1.13 | 1.37 | 0.19 | 0.79 | 1.00 | 0.70 | 1.57 | 2.09 | -0.52 | -0.31 |
| Standard Deviation(%) | NA | 8.96 | 9.78 | 12.16 | 10.20 | NA | NA | … | … | 9.61 | 8.98 | 7.92 | 11.92 | 10.26 | 18.65 | 6.58 | 10.37 | 4.52 | 7.74 | 8.39 | 7.17 | 7.47 | 7.19 | 12.67 | 10.14 | 11.23 | 6.58 | 13.33 | 10.26 | 6.93 | 7.62 | 7.71 | 7.95 | 7.17 |
| Draw Down(%) | NA | 5.64 | 12.66 | 23.04 | 23.04 | NA | NA | … | … | 0.78 | 5.64 | 5.69 | 13.17 | 7.99 | 23.04 | 3.36 | 17.40 | 2.00 | 5.13 | 9.28 | 5.01 | 6.44 | 5.20 | 9.91 | 9.02 | 6.36 | 7.81 | 10.43 | 13.42 | 5.03 | 7.68 | 5.48 | 8.72 | 8.48 |
| Yield(%) | NA | 4.58 | 3.72 | 3.23 | 3.17 | NA | NA | … | … | NA | 1.35 | 4.52 | 1.94 | 4.41 | 1.68 | 4.07 | 3.42 | 2.38 | 2.92 | 3.73 | 3.51 | 2.86 | 4.02 | 2.71 | 2.60 | 4.38 | 4.24 | 4.04 | 3.07 | 2.71 | 3.44 | 3.91 | 4.41 | 5.27 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE FIND INC 401K PROFIT SHARING PLAN and TRUST Tactical Asset Allocation Moderate |
1.19%
Mar 2017 – Mar 2020 |
1.91%
Mar 2015 – Mar 2020 |
5.35%
Sep 2012 – Sep 2022 |
6.30%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE FIND INC 401K PROFIT SHARING PLAN and TRUST Tactical Asset Allocation Moderate |
16.96%
Oct 2004 – Oct 2007 |
14.10%
Oct 2002 – Oct 2007 |
11.43%
Apr 2003 – Apr 2013 |
10.07%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart